Vontobel launches European Equity Income Plus fund
The high-conviction strategy will target dividends and options as dual income sources.
Wealth and Asset Management
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Standard Chartered Global Private Bank innovating to redefine wealth management
The Bank leverages its global network and strengths to offer clients valuable on-the-ground insights and tailored solutions
GAM announces 2024 full year results
Strong progress in implementing turnaround strategy. GAM continues to target profitability in fiscal year 2026.
Farrer & Co advises the members of WHEB Asset Management LLP on its acquisition by Foresight Group Holdings Limited
WHEB was also advised by Spencer House Partners, a corporate advisory firm which specialises in advising companies operating in financial services, including asset management businesses.
Ex-Lombard Odier Singapore CEO & UBS veteran join MFO
Orient Wealth Advisors has added two high profile senior private bankers to its executive board.
UnionBank redefines wealth banking experience with its new and exclusive Wealth Center
The UnionBank Wealth Center elevates the wealth banking experience through personalized, high-caliber services tailored to elite clients.
Proxy advisory firm ISS opposes Julius Baer board pay package
ISS said it objected to the compensation for the board, which is due to be reduced to eight from nine members, being increased in order give the chairman more.
The BlackRidge Group Named to Forbes Magazine's Best-In-State Wealth Management Teams
To be named to this list recognizes The BlackRidge Group’s professionalism and dedication to the needs of their valued clients.
2025 Wealth Industry Survey: The eve of disruption
Increased client demand for broader services and access to more sophisticated investments raise the stakes even further.
Baloise in Switzerland successfully expands insurbanking in the 2024 financial year
The combined ratio fell by 6.7 percentage points thanks to an improved claims environment.
London & Capital and Waverton Investment Management unite as W1M as the firm pursues ambitious growth beyond £21 billion AUM milestone
The firm has now set itself the target of expanding its market share and becoming the preeminent wealth and investment manager for high net worth and ultra-high net worth clients, charities and institutions.
Quilter expands footprint in Northern Ireland adding newly launched PHW Wealth Partners to its advice network
The team brings extensive expertise in investment management, retirement planning, and tax-efficient wealth strategies, having worked in the financial services sector for a combined 60 years.